Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Unilever PLCUL17.2K$1.03M
The PNC Financial Services Group, Inc.PNC17.16K$4.22M
Hecla Mining CompanyHL17.14K$264.44K
Invesco Ltd.IVZ17.11K$451.53K
Circle Internet GroupCRCL17.07K$1.07M
Entergy CorporationETR17.03K$1.96M
Chubb LimitedCB17.02K$5.8M
Applied Digital Corp.APLD16.99K$633.57K
W. R. Berkley CorporationWRB16.94K$1.19M
Franklin Covey Co.FC16.9K$414.56K
United Microelectronics CorporationUMC16.88K$459.28K
Hudson Technologies, Inc.HDSN16.88K$96.86K
Accel Entertainment, Inc.ACEL16.82K$212.16K
Masco CorporationMAS16.81K$1.37M
Robinhood Markets, Inc.HOOD16.66K$1.67M
SoFi Technologies, Inc.SOFI16.61K$297.89K
Campbell Soup CompanyCPB16.44K$366.07K
Virtu Financial, Inc.VIRT16.15K$962.25K
Coeur Mining, Inc.CDE16.09K$262.62K
First Industrial Realty Trust, Inc.FR16.06K$984.41K